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1,258 hedge funds and large institutions have $24.9B invested in Cummins in 2021 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 427 increasing their positions, 440 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 80

7% more funds holding

Funds holding: 1,1751,258 (+83)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.85% less ownership

Funds ownership: 80.92%80.06% (-0.85%)

3% less repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 440

5% less capital invested

Capital invested by funds: $26.1B → $24.9B (-$1.21B)

32% less call options, than puts

Call options by funds: $250M | Put options by funds: $366M

Holders
1,258
Holders Change
+83
Holders Change %
+7.06%
% of All Funds
19.36%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
180
Increased
427
Reduced
440
Closed
80
Calls
$250M
Puts
$366M
Net Calls
-$115M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
926
Beacon Pointe Advisors
California
$290K -$2.79M -12,248 -90%
SIM
927
Sentry Investment Management
Wisconsin
$290K
KL
928
KilterHowling LLC
Colorado
$289K +$302K +1,326 New
GIA
929
Gladstone Institutional Advisory
Florida
$288K -$27.6K -121 -8%
BBA
930
BLB&B Advisors
Pennsylvania
$285K -$11.4K -50 -4%
LGA
931
Lebenthal Global Advisors
New York
$285K +$298K +1,308 New
DWA
932
Douglass Winthrop Advisors
New York
$284K
EGA
933
E&G Advisors
Texas
$284K
MYLI
934
Meiji Yasuda Life Insurance
Japan
$284K +$6.38K +28 +2%
FNT
935
First Nebraska Trust
Nebraska
$282K
PFBT
936
Parkside Financial Bank & Trust
Missouri
$282K +$168K +736 +132%
AWP
937
Ascent Wealth Partners
New York
$278K -$367K -1,609 -56%
LIM
938
Leavell Investment Management
Alabama
$278K -$9.11K -40 -3%
ZIG
939
Zullo Investment Group
Pennsylvania
$278K +$290K +1,275 New
FA
940
FDx Advisors
Illinois
$277K -$322K -1,415 -53%
AWM
941
Atticus Wealth Management
Florida
$276K
FHB
942
First Hawaiian Bank
Hawaii
$275K -$5.01K -22 -2%
MGP
943
Metis Global Partners
California
$274K +$286K +1,254 New
KLCM
944
KG&L Capital Management
Louisiana
$273K +$285K +1,253 New
BPM
945
Bowling Portfolio Management
Ohio
$272K -$1.14K -5 -0.4%
LSA
946
Lion Street Advisors
Texas
$271K -$1.14K -5 -0.4%
TCOT
947
Trust Company of Toledo
Ohio
$271K -$228 -1 -0.1%
MPI
948
Mairs & Power Inc
Minnesota
$269K +$69K +303 +33%
CG
949
Caprock Group
Idaho
$268K -$73.4K -322 -21%
DAS
950
Dynamic Advisor Solutions
Arizona
$267K -$54K -237 -16%

CMI Hedge Fund Activity: Q4 2021 in Review

1,258 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q4 2021, worth a combined $24.9B — down 4.6% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 180 funds opened new CMI positions and 80 closed out — a net gain of 100 holders — while 427 added to existing stakes and 440 trimmed.

The largest buyer was Ameriprise, adding an estimated $96.8M. The largest seller was Capital Research Global Investors, cutting an estimated $123M.

  • 1,258 institutional investors held Cummins (CMI) as of Q4 2021, up from 1,175 in Q3 2021.
  • Funds reported $24.9B of Cummins stock for Q4 2021, down 4.6% quarter-over-quarter.
  • 180 funds opened new Cummins positions in Q4 2021 and 80 closed out, a net change of +100 holders.
  • The largest Cummins buyer in Q4 2021 was Ameriprise, an estimated $96.8M added.
  • The largest Cummins seller in Q4 2021 was Capital Research Global Investors, an estimated $123M sold.

Based on aggregated 13F filings for Q4 2021.